>>Great number, but for better or worse, it's all on the notebook sales up 88%. Notebooks only up 10% and iPods actually down 1%.<<
Flash -
You don't mean that Apple might be relying more on computer sales to make money than on iPods? Horrors! People might start thinking of it as a computer company again.
BTW, you say "notebook sales up 88%" and "notebooks only up 10%". Are you comparing year over year with quarter over quarter?
I don't have a problem with iPods being down 1%. If thats the effect of some buyers waiting for the iPhone plus no new iPod models, it's not so bad.
Looks like a stellar report to me, but I haven't delved into the details yet.
Sorry, the 10% figure should be "desktops" and correction, it's 83% increase in notebook sales for the quarter year-over-year comparison. The 10% for desktops is actually a decent number compared to industry averages, but nothing compared to a near doubling in notebook sales. It's another one product hit for the quarter, which is alright if they keep rotating which product goes up to bat.
I think these are year over year figures I saw. The Q/Q figures are less meaningful since Q1 is such a big quarter. I think iPod sales are down about 50% from last quarter.
I agree with the lack of new models contributing to the iPod flat sales, but I hope the waiting for iPhone effect isn't that pronounced. The market Apple is first trying to reach already owns the high end iPods (video and nanos). I wouldn't be surprised if 90% of iPhone buyers already own an iPod, and half owned more than one (extra shuffle for jogging and frequent upgraders). I'd be interested in what types of users get the iPhone who don't already have an iPod and what compelled them to get the iPhone. |
